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Difference between descriptive and decision-driving dashboard
"Pretty" is not always translated as "data-driven". Learn what is the difference between descriptive and decision-drivening analysis.

Kaloyan Petkov
Apr 245 min read


Tech companies are relying more and more on financial income
Over the past few earnings seasons, tech results have looked almost too good to fail. Company after company has beaten expectations, especially in areas tied to AI, semiconductors, and enterprise software. Share prices reacted accordingly, reinforcing the narrative that the sector’s growth engine is still running at full speed. But when you look beyond the headlines and dig into the financial statements, a less obvious trend starts to appear. A growing number of tech companie

Kaloyan Petkov
Apr 144 min read


It’s not just buy and hold S&P, market timing matters!
Buy and hold strategy has been the individual investor's favorite tool, but does it always work? Here we backtest buy and hold strategy on S&P500 onto 30 years worth of data. The key finding is - yes it works, but can be optimized by market timing.

Kaloyan Petkov
Apr 76 min read


5 Most Important KPIs To Your Stock Portfolio
The first and most urgent question for management is always can we measure the characteristics of the process? Are our tools good enough...

Kaloyan Petkov
Apr 23, 20256 min read


Must-have analytics for revenue reporting in Tableau
Learn what are basic types of analysis that Tableau can do when it comes to revenue reporting.

Kaloyan Petkov
Mar 19, 20254 min read


How to create automated date filters in Tableau
Learn how to create automatic filters on date fields in Tableau using calculated fields.

Kaloyan Petkov
Mar 13, 20253 min read


Why stocks with negative earnings are beating S&P500 return?
How it is possible for companies with negative earnings to have stock return higher than S&P500. Deep dive in the numbers!

Kaloyan Petkov
Feb 12, 20258 min read


How well should BI analysts understand their data assets/sources?
BI analyst must understand the data sources they are working with both from technical as well as business side.

Kaloyan Petkov
Feb 5, 20256 min read


How to organize your business intelligence function (with examples)
Organizing the business intelligence function in your organization is vital. Here is a brief discussion on key points and teams.

Kaloyan Petkov
Jan 21, 20258 min read


2024 Stock Market Performance With Risk-Adj. Returns And Exposures
Performance of the financial markets in 2024 from the lens of risk and value added. Including estimating exposures to risk.

Kaloyan Petkov
Jan 4, 20256 min read


Tableau Essential Infrastructure Explained (Businesses POV)
Tableau is a BI software that has gained much popularity over the past decade and is desired choice for many companies in all kinds of...

Kaloyan Petkov
Jan 1, 20258 min read


Estimating Cost of Equity
Cost of equity is a crucial metric for both investors and financial management. Here we summarize the most common approach to estimating it.

Plamen Patev
Jan 1, 20256 min read


Understand Active vs. Passive Investing
In very formal terms “investment” is the purchase of goods that are not consumed immediately but are used to create wealth in the future....

Plamen Patev
Jan 1, 20257 min read
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